United Asset Strategies, Inc.

13F filer, CIK 1539948, GARDEN CITY, NY

United Asset Strategies, Inc. reported $1,073,752,204 across 237 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-28. Its ten largest share positions make up 30.76% of the portfolio.

Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0000950123-24-009949

Period: 2024-09-30
Reported value: $1.07B
Holdings: 237
Top 10 weight: 30.76%
New: 20
Sold out: 9

Largest buys vs the previous quarter

Security	Shares change	Approx. value
USFRadded	+315,821	$15.9M
JNJadded	+50,334	$8.16M
AAPLadded	+25,001	$5.83M
AMZNadded	+20,260	$3.78M
ADBEadded	+6,775	$3.51M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
SNPSreduced	-19,557	-$9.9M
MDTreduced	-98,102	-$8.83M
TERreduced	-62,852	-$8.42M
XOPreduced	-46,471	-$6.11M
NVDAreduced	-23,123	-$2.81M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0000950123-24-009949, largest first. % of portfolio is the value over $1,073,752,204, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
XLKSELECT SECTOR SPDR TR	193,853	$43.8M	4.08%	+2,820	Timeline
AAPLAPPLE INC	185,643	$43.3M	4.03%	+25,001	Timeline
MSFTMICROSOFT CORP	99,177	$42.7M	3.97%	+6,059	Timeline
AMZNAMAZON COM INC	195,616	$36.4M	3.39%	+20,260	Timeline
NVDANVIDIA CORPORATION	289,354	$35.1M	3.27%	-23,123	Timeline
USFRWISDOMTREE TR	617,465	$31M	2.89%	+315,821	Timeline
GOOGLALPHABET INC	180,346	$29.9M	2.79%	+4,756	Timeline
METAMETA PLATFORMS INC	48,028	$27.5M	2.56%	+1,059	Timeline
GLDSPDR GOLD TR	85,296	$20.7M	1.93%	+1,947	Timeline
NOWSERVICENOW INC	22,213	$19.9M	1.85%	+1,553	Timeline
ETRENTERGY CORP NEW	146,849	$19.3M	1.8%	+2,458	Timeline
MAMASTERCARD INCORPORATED	37,609	$18.6M	1.73%	+1,148	Timeline
LMTLOCKHEED MARTIN CORP	30,833	$18M	1.68%	+379	Timeline
JPMJPMORGAN CHASE & CO	81,409	$17.2M	1.6%	+1,312	Timeline
CITHE CIGNA GROUP	48,145	$16.7M	1.55%	+1,168	Timeline
ADBEADOBE INC	32,158	$16.7M	1.55%	+6,775	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	26,151	$16.2M	1.51%	+950	Timeline
PANWPALO ALTO NETWORKS INC	45,375	$15.5M	1.44%	+1,224	Timeline
MRVLMARVELL TECHNOLOGY INC	205,341	$14.8M	1.38%	+7,504	Timeline
PHPARKER-HANNIFIN CORP	23,269	$14.7M	1.37%	+266	Timeline
BACBANK OF AMER CORP	360,900	$14.3M	1.33%	+3,351	Timeline
SPYMSPDR SERIES TRUST	204,918	$13.8M	1.29%	-1,730	Timeline
ECLECOLAB INC	54,162	$13.8M	1.29%	-8,854	Timeline
WMWASTE MGMT INC DEL	63,279	$13.1M	1.22%	+1,475	Timeline
HDHOME DEPOT INC	31,261	$12.7M	1.18%	+785	Timeline
VMBSVANGUARD SCOTTSDALE FDS	266,558	$12.6M	1.17%	+9,945	Timeline
SCHWCHARLES SCHWAB CORP (THE)	185,742	$12M	1.12%	+5,679	Timeline
KMIKINDER MORGAN INC DEL	544,843	$12M	1.12%	+19,181	Timeline
SBUXSTARBUCKS CORP	121,706	$11.9M	1.11%	+4,891	Timeline
CVXCHEVRON CORPORATION	80,380	$11.8M	1.1%	+3,105	Timeline
SPSMSPDR SERIES TRUST	249,971	$11.4M	1.06%	+2,304	Timeline
EFAISHARES TR	131,471	$11M	1.02%	-8,741	Timeline
MRKMERCK & CO INC	95,796	$10.9M	1.01%	+3,913	Timeline
CLCOLGATE PALMOLIVE CO	103,514	$10.7M	1%	+602	Timeline
EWEDWARDS LIFESCIENCES CORP	159,917	$10.6M	0.98%	+6,129	Timeline
AMGNAMGEN INC	31,593	$10.2M	0.95%	-6,879	Timeline
PMPHILIP MORRIS INTL INC	81,572	$9.9M	0.92%	+2,222	Timeline
JNJJOHNSON & JOHNSON	60,192	$9.75M	0.91%	+50,334	Timeline
AIGAMERICAN INTL GROUP INC	131,390	$9.62M	0.9%	+2,997	Timeline
TERTERADYNE INC	66,208	$8.87M	0.83%	-62,852	Timeline
XLPSELECT SECTOR SPDR TR	97,677	$8.11M	0.76%	+3,811	Timeline
TMUST-MOBILE US INC	39,025	$8.05M	0.75%	+539	Timeline
MCKMCKESSON CORP	16,254	$8.04M	0.75%	+466	Timeline
IVEISHARES TR	39,758	$7.84M	0.73%	+187	Timeline
MNSTMONSTER BEVERAGE CORP NEW	144,739	$7.55M	0.7%	-8,216	Timeline
XLFSELECT SECTOR SPDR TR	159,265	$7.22M	0.67%	-1,715	Timeline
XOMEXXON MOBIL CORP	59,945	$7.03M	0.65%	+1,196	Timeline
SYFSYNCHRONY FINANCIAL	137,823	$6.87M	0.64%	+1,288	Timeline
OREALTY INCOME CORP	108,328	$6.87M	0.64%	+4,466	Timeline
XLBSELECT SECTOR SPDR TR	69,658	$6.71M	0.63%	-5,938	Timeline
OZBELPOINTE PREP LLC	88,531	$6.11M	0.57%	0	Timeline
DISDISNEY WALT CO	60,286	$5.8M	0.54%	+2,100	Timeline
CLXCLOROX CO DEL	32,587	$5.31M	0.49%	+257	Timeline
RTXRTX CORPORATION	43,336	$5.25M	0.49%	-335	Timeline
APDAIR PRODUCTS AND CHEMICALS I	17,569	$5.23M	0.49%	+3,364	Timeline
RPVINVESCO EXCHANGE TRADED FD T	57,666	$5.13M	0.48%	-131	Timeline
BDXBECTON DICKINSON & CO	19,391	$4.68M	0.44%	+302	Timeline
VTRVENTAS INC	68,394	$4.39M	0.41%	+28,120	Timeline
IWNISHARES TR	25,684	$4.28M	0.4%	-31	Timeline
VVISA INC	14,847	$4.08M	0.38%	+485	Timeline
HONHONEYWELL INTL INC	18,871	$3.9M	0.36%	+316	Timeline
XLVSELECT SECTOR SPDR TR	24,660	$3.8M	0.35%	-530	Timeline
JJACOBS SOLUTIONS INC	28,774	$3.77M	0.35%	+101	Timeline
LLYELI LILLY & CO	4,143	$3.67M	0.34%	-1,153	Timeline
SPMDSPDR SERIES TRUST	66,010	$3.61M	0.34%	+6,153	Timeline
LNTALLIANT ENERGY CORP	59,472	$3.61M	0.34%	-102	Timeline
WMBWILLIAMS COS INC	76,433	$3.49M	0.32%	-732	Timeline
ORCLORACLE CORP	19,501	$3.32M	0.31%	+5,737	Timeline
PGPROCTER & GAMBLE CO	18,400	$3.19M	0.3%	+161	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	5,385	$3.09M	0.29%	-3,888	Timeline
PYPLPAYPAL HLDGS INC	38,947	$3.04M	0.28%	+1,882	Timeline
TSLATESLA INC	11,569	$3.03M	0.28%	+3,539	Timeline
XLISELECT SECTOR SPDR TR	21,907	$2.97M	0.28%	+1,725	Timeline
AGGISHARES TR	29,100	$2.95M	0.27%	-3,501	Timeline
FTNTFORTINET INC	37,000	$2.87M	0.27%	+549	Timeline
ABBVABBVIE INC	13,941	$2.75M	0.26%	+422	Timeline
AVGOBROADCOM INC	15,896	$2.74M	0.26%	+14,350	Timeline
KOCOCA COLA CO	38,003	$2.73M	0.25%	+1,314	Timeline
MCDMCDONALDS CORP	8,847	$2.69M	0.25%	+77	Timeline
VZVERIZON COMMUNICATIONS INC	59,559	$2.67M	0.25%	+226	Timeline
GILDGILEAD SCIENCES INC	31,378	$2.63M	0.25%	-261	Timeline
LPLALPL FINL HLDGS INC	11,236	$2.61M	0.24%	+292	Timeline
CSCOCISCO SYS INC	48,559	$2.58M	0.24%	+4,370	Timeline
QCOMQUALCOMM INC	14,683	$2.5M	0.23%	+312	Timeline
UPSUNITED PARCEL SVCS INC	18,294	$2.49M	0.23%	-1,507	Timeline
AMATAPPLIED MATLS INC	12,294	$2.48M	0.23%	+315	Timeline
NEENEXTERA ENERGY INC	29,380	$2.48M	0.23%	+8,996	Timeline
SNPSSYNOPSYS INC	4,798	$2.43M	0.23%	-19,557	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	5,276	$2.43M	0.23%	-3	Timeline
ITWILLINOIS TOOL WKS INC	9,190	$2.41M	0.22%	+466	Timeline
PAYXPAYCHEX INC	17,099	$2.29M	0.21%	+747	Timeline
WFCWELLS FARGO & CO	39,993	$2.26M	0.21%	+199	Timeline
BABINVESCO EXCH TRADED FD TR II	81,248	$2.24M	0.21%	-919	Timeline
KKRKKR & CO INC	17,079	$2.23M	0.21%	-1,119	Timeline
EFVISHARES TR	37,636	$2.17M	0.2%	-31,007	Timeline
JCIJOHNSON CONTROLS INTERNATION	27,695	$2.15M	0.2%	-666	Timeline
XLCSELECT SECTOR SPDR TR	23,693	$2.14M	0.2%	+37	Timeline
IWSISHARES TR	16,157	$2.14M	0.2%	new	Timeline
GOOGALPHABET INC	12,746	$2.13M	0.2%	-352	Timeline
XLYSELECT SECTOR SPDR TR	10,445	$2.09M	0.19%	+128	Timeline
CTASCINTAS CORP	10,006	$2.06M	0.19%	+7,388	Timeline
PEPPEPSICO INC	12,092	$2.06M	0.19%	-2	Timeline
FEFIRSTENERGY CORP	45,914	$2.04M	0.19%	+3,358	Timeline
CRMSALESFORCE INC	7,301	$2M	0.19%	+28	Timeline
XLESELECT SECTOR SPDR TR	22,718	$1.99M	0.19%	-1,803	Timeline
USFDUS FOODS HLDG CORP	31,738	$1.95M	0.18%	-704	Timeline
COSTCOSTCO WHOLESALE CORPORATION	2,201	$1.95M	0.18%	+35	Timeline
MDLZMONDELEZ INTL INC	25,994	$1.91M	0.18%	+914	Timeline
QQQINVESCO QQQ TR	3,911	$1.91M	0.18%	-247	Timeline
IAUISHARES GOLD TR	37,797	$1.88M	0.17%	-10,060	Timeline
XMHQINVESCO EXCHANGE TRADED FD T	17,762	$1.82M	0.17%	+8,706	Timeline
BNYBANK OF NY MELLON CORP	25,138	$1.81M	0.17%	new	Timeline
TXNTEXAS INSTRS INC	8,496	$1.75M	0.16%	+271	Timeline
VRTXVERTEX PHARMACEUTICALS INC	3,755	$1.75M	0.16%	+82	Timeline
LOWLOWES COS INC	6,446	$1.75M	0.16%	-1,250	Timeline
NFLXNETFLIX INC.	2,453	$1.74M	0.16%	+228	Timeline
ZBHZIMMER BIOMET HOLDINGS INC	15,564	$1.68M	0.16%	+387	Timeline
WMTWALMART INC	20,753	$1.68M	0.16%	-750	Timeline
CDNSCADENCE DESIGN SYSTEM INC	6,024	$1.63M	0.15%	+38	Timeline
SPGIS&P GLOBAL INC	3,049	$1.58M	0.15%	+130	Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWAR	10,116	$1.55M	0.14%	+239	Timeline
IEFISHARES TR	15,728	$1.54M	0.14%	-173	Timeline
LULULULULEMON ATHLETICA INC	5,622	$1.53M	0.14%	+3,394	Timeline
ACNACCENTURE PLC IRELAND	4,012	$1.42M	0.13%	+341	Timeline
NUENUCOR CORP	9,356	$1.41M	0.13%	+445	Timeline
NKENIKE INC	14,898	$1.32M	0.12%	+1,210	Timeline
VSTVISTRA CORP	10,747	$1.27M	0.12%	new	Timeline
CHRWC H ROBINSON WORLDWIDE IN	11,235	$1.24M	0.12%	-5	Timeline
TROWPRICE T ROWE GROUP INC	11,103	$1.21M	0.11%	+1,027	Timeline
AGZISHARES TR	10,870	$1.2M	0.11%	-70	Timeline
HUMAHUMACYTE INC	218,308	$1.19M	0.11%	0	Timeline
AXPAMERICAN EXPRESS CO	4,378	$1.19M	0.11%	-207	Timeline
SMDVPROSHARES TR	16,956	$1.17M	0.11%	-30	Timeline
ISRGINTUITIVE SURGICAL INC	2,381	$1.17M	0.11%	-24	Timeline
INTUINTUIT	1,793	$1.11M	0.1%	+109	Timeline
DASHDOORDASH INC	7,648	$1.09M	0.1%	new	Timeline
CPRTCOPART INC	20,670	$1.08M	0.1%	+1,348	Timeline
FISFIDELITY NATL INFORMATION SV	12,570	$1.05M	0.1%	-522	Timeline
ARKFARK ETF TR	34,356	$1.02M	0.1%	+1,837	Timeline
PNRPENTAIR PLC	10,276	$1M	0.09%	-401	Timeline
DDOGDATADOG INC	8,722	$1M	0.09%	+594	Timeline
DDOMINION ENERGY INC	16,860	$974K	0.09%	+811	Timeline
BKNGBOOKING HOLDINGS INC	224	$944K	0.09%	-216	Timeline
VMCVULCAN MATLS CO	3,747	$938K	0.09%	+39	Timeline
PFEPFIZER INC	32,274	$934K	0.09%	+2,141	Timeline
AMTMAMENTUM HOLDINGS INC	28,770	$928K	0.09%	new	Timeline
GDGENERAL DYNAMICS CORP	3,013	$911K	0.08%	+37	Timeline
METMETLIFE INC	10,813	$892K	0.08%	-131	Timeline
MPWRMONOLITHIC PWR SYS INC	959	$887K	0.08%	new	Timeline
CBCHUBB LIMITED	3,039	$876K	0.08%	-63	Timeline
CATCATERPILLAR INC	2,237	$875K	0.08%	0	Timeline
MMM3M CO	6,333	$866K	0.08%	-245	Timeline
ENPHENPHASE ENERGY INC	7,331	$829K	0.08%	+835	Timeline
VVVANGUARD INDEX FDS	3,043	$801K	0.07%	-38	Timeline
AOSSMITH A O CORP	8,905	$800K	0.07%	-71	Timeline
STIPISHARES TR	7,895	$800K	0.07%	-41	Timeline
EMREMERSON ELEC CO	7,140	$781K	0.07%	-58	Timeline
TGTTARGET CORP	4,985	$777K	0.07%	+370	Timeline
ROSTROSS STORES INC	5,129	$772K	0.07%	+382	Timeline
KDPKEURIG DR PEPPER INC	20,143	$755K	0.07%	+23	Timeline
MDTMEDTRONIC PLC	8,345	$751K	0.07%	-98,102	Timeline
EOGEOG RES INC	6,072	$746K	0.07%	+669	Timeline
XLUSELECT SECTOR SPDR TR	9,226	$745K	0.07%	-145	Timeline
SHYISHARES TR	8,935	$743K	0.07%	-142	Timeline
WTWWILLIS TOWERS WATSON PLC LTD	2,521	$742K	0.07%	-600	Timeline
NDSNNORDSON CORP	2,811	$738K	0.07%	-10	Timeline
IWBISHARES TR	2,291	$720K	0.07%	-31	Timeline
EDCONSOLIDATED EDISON INC	6,772	$705K	0.07%	+1,516	Timeline
XOPSPDR SERIES TRUST	5,238	$689K	0.06%	-46,471	Timeline
FLOTISHARES TR	13,444	$686K	0.06%	-62	Timeline
ORLYOREILLY AUTOMOTIVE INC	578	$666K	0.06%	-927	Timeline
ELLAUDER ESTEE COS INC	6,619	$660K	0.06%	-302	Timeline
GPCGENUINE PARTS CO	4,659	$651K	0.06%	+108	Timeline
FNFFIDELITY NATL FINL INC	10,453	$649K	0.06%	0	Timeline
SPEMSPDR INDEX SHS FDS	15,590	$644K	0.06%	+8,083	Timeline
TLTISHARES TR	6,484	$636K	0.06%	-80	Timeline
SBACSBA COMMUNICATIONS CORP	2,625	$632K	0.06%	+242	Timeline
FCXFREEPORT MCMORAN INC	12,400	$619K	0.06%	0	Timeline
CCICROWN CASTLE INC	4,964	$589K	0.05%	+59	Timeline
CVSCVS HEALTH CORP	9,217	$580K	0.05%	+212	Timeline
CMCSACOMCAST CORP NEW	13,744	$574K	0.05%	-229	Timeline
IBMINTERNATIONAL BUSINESS MACHS	2,484	$549K	0.05%	-28	Timeline
SPDWSPDR INDEX SHS FDS	14,265	$536K	0.05%	+1,067	Timeline
BABOEING CO	3,460	$526K	0.05%	+110	Timeline
EPDENTERPRISE PRODS PARTNERS L	17,974	$523K	0.05%	+270	Timeline
PPAINVESCO EXCHANGE TRADED FD T	4,017	$462K	0.04%	-4,579	Timeline
AMDADVANCED MICRO DEVICES INC	2,790	$458K	0.04%	+47	Timeline
OEFISHARES TR	1,643	$455K	0.04%	0	Timeline
SUSLISHARES TR	4,390	$446K	0.04%	-256	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	4,794	$428K	0.04%	new	Timeline
ESEVERSOURCE ENERGY	5,998	$408K	0.04%	new	Timeline
SCHBSCHWAB STRATEGIC TR	6,000	$399K	0.04%	0	Timeline
XLRESELECT SECTOR SPDR TR	8,873	$396K	0.04%	-148	Timeline
TDGTRANSDIGM GROUP INC	264	$377K	0.04%	0	Timeline
APLEAPPLE HOSPITALITY REIT INC	23,910	$355K	0.03%	0	Timeline
CEGCONSTELLATION ENERGY CORP	1,260	$328K	0.03%	new	Timeline
DUKDUKE ENERGY CORP NEW	2,839	$327K	0.03%	+611	Timeline
ESGDISHARES TR	3,856	$325K	0.03%	-191	Timeline
HIGHARTFORD INSURANCE GROUP INC	2,751	$324K	0.03%	-148	Timeline
AMLPALPS ETF TR	6,812	$321K	0.03%	new	Timeline
AEPAMERICAN ELEC PWR CO INC	3,002	$308K	0.03%	-362	Timeline
IHIISHARES TR	5,078	$301K	0.03%	new	Timeline
LVSLAS VEGAS SANDS CORP	5,874	$296K	0.03%	new	Timeline
SCHXSCHWAB STRATEGIC TR	4,313	$293K	0.03%	+291	Timeline
ESMLISHARES TR	6,992	$292K	0.03%	-397	Timeline
TAT&T INC	13,123	$289K	0.03%	+1,961	Timeline
ATRAPTARGROUP INC	1,750	$280K	0.03%	0	Timeline
PLTRPALANTIR TECHNOLOGIES INC	7,460	$278K	0.03%	new	Timeline
ARKQARK ETF TR	4,555	$277K	0.03%	+226	Timeline
IJRISHARES TR	2,304	$269K	0.03%	+308	Timeline
TJXTJX COS INC NEW	2,240	$263K	0.02%	-68	Timeline
VOOVANGUARD INDEX FDS	496	$262K	0.02%	+5	Timeline
ITOTISHARES TR	2,044	$257K	0.02%	+360	Timeline
IVWISHARES TR	2,672	$256K	0.02%	0	Timeline
UNPUNION PAC CORP	1,030	$254K	0.02%	0	Timeline
MARATHON OIL CORPMARATHON OIL CORP	9,180	$244K	0.02%	0
ARKBARK 21SHARES BITCOIN ETF	3,840	$244K	0.02%	new	Timeline
SMHVANECK ETF TRUST	975	$239K	0.02%	-31	Timeline
EVRGEVERGY INC	3,768	$234K	0.02%	new	Timeline
GBTCGRAYSCALE BITCOIN TRUST ETF	4,618	$233K	0.02%	-988	Timeline
KCESPDR SERIES TRUST	1,866	$233K	0.02%	-4,323	Timeline
QCLNFIRST TR EXCHANGE-TRADED FD	6,487	$233K	0.02%	-381	Timeline
COFCAPITAL ONE FINL CORP	1,555	$233K	0.02%	-446	Timeline
EEMISHARES TR	5,024	$230K	0.02%	new	Timeline
BPBP PLC	7,268	$228K	0.02%	+218	Timeline
DVYISHARES TR	1,665	$225K	0.02%	0	Timeline
UBERUBER TECHNOLOGIES INC	2,976	$224K	0.02%	0	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	1,246	$216K	0.02%	-31	Timeline
IVVISHARES TR	370	$213K	0.02%	-36	Timeline
USHYISHARES TR	5,535	$208K	0.02%	-228	Timeline
FDXFEDEX CORP	748	$205K	0.02%	-37	Timeline
TRVTRAVELERS COMPANIES INC	872	$204K	0.02%	new	Timeline
FLGFLAGSTAR BANK NATIONAL ASSOC	10,105	$113K	0.01%	new	Timeline
REEAFREE AUTOMOTIVE LTD	13,333	$94.1K	0.01%	0	Timeline
BRCCBRC INC	14,500	$49.6K	<0.01%	new	Timeline
MVISMICROVISION INC DEL	40,500	$46.2K	<0.01%	new	Timeline
ENSVENSERVCO CORPORATION COMMON ST	82,725	$10.8K	<0.01%	0	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
PTCPTC INC	8,790	$1.6M	shares
MARMARRIOTT INTL INC NEW	6,537	$1.58M	shares
XHBSPDR SERIES TRUST	6,665	$674K	shares
SQMSOCIEDAD QUIMICA Y MINERA DE	9,304	$379K	shares
ALBALBEMARLE CORP	3,699	$353K	shares
HPEHEWLETT PACKARD ENTERPRISE C	11,964	$253K	shares
INTCINTEL CORP	6,857	$212K	shares
DNPDNP SELECT INCOME FD INC	19,357	$159K	shares
NEW YORK COMMUNITY BANCORPNEW YORK COMMUNITY BANCORP	31,071	$100K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0000950123-24-009949	base		2024-10-28	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC